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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jessica Burris (CRD# 5957300) is an Investment Advisor Representative working at Edward Jones in Brockport, NY and has over 10 years of experience in the finance industry.
Matthew Burwick (CRD# 5763470) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 14 years of experience in the finance industry.
Mark Buscher (CRD# 4774058) is an Investment Advisor Representative working at Milestones Private Investment Advisors LLC in Fairport, NY and has over 19 years of experience in the finance industry.
Jennifer Bustamante (CRD# 5438554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 14 years of experience in the finance industry.
Hannah Byron (CRD# 4185462) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brockport, NY and has over 22 years of experience in the finance industry.
Thomas Cannan (CRD# 5953127) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 12 years of experience in the finance industry.
Lisa Capizzi (CRD# 4529573) is an Investment Advisor Representative working at The Ameriflex Group in Rochester, NY and has over 21 years of experience in the finance industry.
Joseph Cappello (CRD# 3172853) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 15 years of experience in the finance industry.
Nicholas Caracci (CRD# 6574095) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.
Bryce Carey (CRD# 5547015) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 11 years of experience in the finance industry. Bryce Carey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.